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fannypack
April 10, 2021
Question

How do I lock past years in QB Self Employed version.

  • April 10, 2021
  • 1 reply
  • 0 views
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1 reply

M
Maybelle_S
April 10, 2021

Glad to have you here in the Community, @fannypack.

 

Currently, we're unable to close past transactions in QuickBooks Self-Employed (QBSE). You can only download a PDF file of yearly reports.

 

If you need the Excel file for your past transactions, you may opt for a third-party conversion. You can search for some apps online on how to quickly export PDF documents into Excel files. 

 

QuickBooks Self-employed shares many features of QuickBooks Online, however, they are designed differently. You can learn more about this through this article: All Your Work, All in One Place: QuickBooks Self-Employed.

 

For more information, as well as how to download transactions in QuickBooks, I recommend the following article: Export transactions and get reports in QuickBooks Self-Employed.

 

Let me know if you have other questions or clarifications. I'm just around the corner if you need help. Take care and have a good one.

M
Maybelle_S
April 11, 2021

Hi, @fannypack.

 

Hope you’re doing great. I wanted to see how everything is going about locking past year's transactions you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

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